See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HIRZEL CANNING COMPANY7 years Service code 99 411 LEMOYNE RD · NORTHWOOD, OH 43619 | Other Fees | $11,365 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $652 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,217 | $62,127+0.1% | $81,382-23.5% | $74,495-16.5% |
| Participation rate | 77.2% | 64.0%+13.2pp | 69.5%+7.7pp | 67.2%+10.0pp |
| Annual return | 14.93% | 16.48%-1.6pp | 24.73%-9.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $815 | $1,882-56.7% | $2,463-66.9% | $2,623-68.9% |
| Participant deferral / active EE | $2,969 | $3,229-8.0% | $3,883-23.5% | $4,346-31.7% |
| Admin fee / account holder | $90 | $1,934-95.3% | $5,768-98.4% | $1,942-95.3% |